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The Patra Methodology, Operation Excellence, Quality Assurance - JP Wiley

Operational Excellence:
Quality assurance

Quality assurance is a priority focus within our service delivery model, and we’ve integrated a solid QA framework

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The Patra Methodology, Operational Excellence, Our commitment to you - JP Wiley

Operational Excellence:
Our commitment to you

Our operational excellence model is what sets us apart. With over 17 years solely dedicated in the insurance space

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Patra's Policy Checking AI - Full-Service

Patra presents PolicyChecking.AI

Patra's PolicyChecking.AI is the new industry-leading solution designed to ensure accuracy and quality

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Why Our Employees Love Working For Patra

See what our employees have to say

Patra employees discuss their love of working for Patra

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Patra Regional Office - India

A tour of Patra's office(s) in India

Patra's India regional offices and remote workforce span across several cities throughout the nation

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Patra Service Explainer, Indexing

Patra Service Explainer:
Indexing

The need to ensure documents are properly indexed is a critical aspect of your insurance operation

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Patra Service Explainer, Endorsement Checking

Patra Service Explainer: Endorsement checking

Failing to properly verify endorsement accuracy can possibly result in coverage issues, legal exposure, litigation

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Patra Service Explainer, Small Account Solutions

Patra Service Explainer:
Small account solutions

Patra’s licensed Acct Managers will integrate seamlessly within your organization efficiently & productively

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Patra Service Explainer, Loss Runs

Patra Service Explainer:
Loss runs

Loss runs empower insurance organizations with a better understanding of ways to reduce claims

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Patra Service Explainer, Document Retrieval

Patra Service Explainer:
Document retrieval

Proper document management is needed for any insurance organization. We manage a variety of documents

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Patra Service Explainer, Data Entry

Patra Service Explainer:
Data entry

At Patra, we provide data entry, clean up, migration services to help you complete all kinds of operational tasks

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Patra Service Explainer, Eligibility Management

Patra Service Explainer:
Eligibility management

Patra can provide your organization with a dedicated remote team of highly skilled process executives

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Patra Service Explainer, Endorsement Processing

Patra Service Explainer:
Endorsement processing

Patra’s endorsement processing services are specifically designed to help you prevent backlogs

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Patra Service Explainer, Contact Center

Patra Service Explainer:
Contact center

Patra Direct contact center supports outstanding brand experiences

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Patra Service Explainer, Commission Posting & DBR

Patra Service Explainer:
Commission posting & DBR

When you leverage Patra’s service delivery team, you alleviate the need to dedicate a full-time resource for DBR

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Patra Service Explainer, Policy Issuance

Patra Service Explainer:
Policy issuance

Our clients find comfort in the fact that Patra can manage their policies regardless of their unique complexities

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Patra Service Explainer, Submissions & Clearance

Patra Service Explainer:
Submissions & clearance

Patra’s submissions and clearance services operates within your organization’s parameters

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Patra Service Explainer, Insurance Printing and Mailing

Patra Service Explainer:
Printing and mailing

Patra eliminates your need for any service team facilitation with our virtual print and mail solution

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Patra Service Explainer, Certificate Processing

Patra Service Explainer:
Certificate processing

Patra’s certificate processing service provides insurance organizations with an expert team

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The Patra Perspective, Transforming the Insurance Industry - John Simpson

John Simpson Discusses Patra's Tech-Enabled Services

Our services provide insurance agencies, MGAs, MGUs, wholesalers and carriers with a long-term, scalable solution

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